+467.0%
TEAM vs GD
+185.2%
+281.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.5% | +0.1% |
| 7D | -17.2% | -3.0% | -14.2% | -16.3% |
| 30D | -25.1% | +9.3% | -34.4% | -27.4% |
| 3M | +3.9% | -7.2% | +11.1% | +6.3% |
| 6M | +69.1% | +5.5% | +63.7% | +65.7% |
| YTD | -4.5% | +9.5% | -14.0% | -7.9% |
| 1Y | -1.9% | +6.4% | -8.3% | -4.5% |
| 3Y | -9.3% | +59.8% | -69.2% | -23.6% |
| 5Y | -65.2% | +98.0% | -163.1% | -72.5% |
| 10Y | +467.0% | +177.4% | +289.6% | +370.6% |
| All | +467.0% | +185.2% | +281.8% | +370.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded GD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling